Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,512 | $81,487-14.7% | $102,412-32.1% | $80,935-14.1% |
| Participation rate | 51.0% | 66.8%-15.8pp | 74.5%-23.5pp | 67.7%-16.6pp |
| Annual return | 11.30% | 25.60%-14.3pp | 24.94%-13.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,617 | $3,103-47.9% | $3,870-58.2% | $2,757-41.4% |
| Participant deferral / active EE | $3,000 | $3,871-22.5% | $5,060-40.7% | $4,299-30.2% |
| Admin fee / account holder | $2,744 | $6,717-59.2% | $8,388-67.3% | $6,924-60.4% |